Unclaimed Profile

Jeffrey Charles Petherick

NORTHPOINTE CAPITAL LLC·BLOOMFIELD HILLS, Michigan

Clean record24 years registeredNORTHPOINTE CAPITAL LLC

39400 WOODWARD, BLOOMFIELD HILLS, MI 48304CRD# 4376762Firm CRD# 109383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Charles Petherick · BLOOMFIELD HILLS, MI

Registration

CRD #4376762 · NORTHPOINTE CAPITAL LLC · 24 years registered

Brand Profile

Not yet started

Career History

INTEGRATED INVESTMENT CONSULTANTS, LLC

Sep 2021 – present

NORTHPOINTE CAPITAL LLC

Jan 2015 – Dec 2019

BLOOMFIELD HILLS, MI

NORTHPOINTE CAPITAL LLC

Apr 2010 – Dec 2014

TROY, MI

NORTHPOINTE CAPITAL LLC

Feb 2002 – Feb 2005

TROY, MI

Registrations & Exams

Registration record

First registered · February 6, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHPOINTE CAPITAL LLC

CRD 109383 · SEC 801-57064

AUM

$455M

Regulatory assets under management

Employees

32 client accounts

Services offered by NORTHPOINTE CAPITAL LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at NORTHPOINTE CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Charles Petherick offer?

Jeffrey Charles Petherick specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Jeffrey Charles Petherick's credentials?

Jeffrey Charles Petherick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Charles Petherick located?

Jeffrey Charles Petherick is based in BLOOMFIELD HILLS, Michigan, working with NORTHPOINTE CAPITAL LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Jeffrey Charles Petherick charge for services?

Jeffrey Charles Petherick's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHPOINTE CAPITAL LLC?

NORTHPOINTE CAPITAL LLC has approximately 11 employees and manages $455M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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